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SevenBridge Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SevenBridge Financial Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-13,755
Closed -$369K – 170
2021
Q4 		$369K Sell
13,755
-4,179
-23% -$111K 0.11% 124
2021
Q3 		$458K Sell
17,934
-1,668
-9% -$43.6K 0.15% 109
2021
Q2 		$511K Buy
19,602
+780
+4% +$20.1K 0.17% 105
2021
Q1 		$467K Sell
18,822
-84
-0.4% -$2.04K 0.17% 109
2020
Q4 		$430K Buy
18,906
+726
+4% +$15.1K 0.17% 104
2020
Q3 		$336K Buy
18,180
+2,061
+13% +$38.2K 0.15% 104
2020
Q2 		$283K Buy
16,119
+30
+0.2% +$489 0.14% 108
2020
Q1 		$226K Buy
16,089
+45
+0.3% +$824 0.13% 116
2019
Q4 		$322K Sell
16,044
-507
-3% -$9.82K 0.08% 119
2019
Q3 		$312K Buy
16,551
+3,525
+27% +$66.6K 0.16% 107
2019
Q2 		$248K Buy
+13,026
New +$244K 0.09% 137

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SevenBridge Financial Group's SCHM Position: Q1 2022 in Review

SevenBridge Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 13,755 shares — an estimated $369K sold.

SevenBridge Financial Group first reported a position in SCHM in Q2 2019 and held it in 11 quarters. The position peaked at $511K in Q2 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • SevenBridge Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • SevenBridge Financial Group sold 13,755 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $369K.
  • SevenBridge Financial Group first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and held it in 11 quarters.
  • SevenBridge Financial Group's Schwab US Mid-Cap ETF position peaked at $511K in Q2 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on SevenBridge Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.